Data Analysis and Dashboard Reporting in Excel

This 3-day course aims to understand what data is and the importance of data analysis using various tools, charts and tables in Excel. The participants, through an extensive use of hands-on exercises, will also learn how to visually summarize and report the data using dashboards.

Learning objectives

Understand the fundamentals of using data in Excel

Learn how to combine and condense information into a logical framework

Apply the different techniques for data analysis

Explore the use of charts and tables for effective analysis

Create dashboard reports for a more structured and visual presentation of the summary

This course is very hands-on and practical. Each participant will be expected to create their own reports, charts and models utilizing the tools and techniques covered during the course.

Agenda

Data Analysis

Introducing Data Analysis and Relationships

Understanding information into a logical framework in Excel

Increase efficiency using Shortcuts

Essential Excel functions for Data Analysis:

Lookups

Index

Match

Offset

Choose

Statistical functions

Logical functions

Aggregation functions

Nested functions

Text and concatenation functions

Data Validation

Working with Charts and Tables in Excel

Different chart types

Choosing the right chart for the data

Understanding various chart options

Effective Table Design for Presentation

Analyzing Data using Pivot Tables

Visual Design Options

Creating fully interactive charts with checkboxes and dropdowns

Dashboard Reporting

Identifying Key Performance Indicators

Principles of Dashboard Design and Reporting

Use of form controls

Making Interactive and Dynamic Dashboards

Introducing Macros

Trainers

Vishal Iyer, CFA

Trainer

Over 6 years of experience in corporate finance; involving the development of derivative strategies, working capital, cash flow and risk management.

Karan Sharma, CFA

Trainer

Over 10 years of experience in M&A advisory, financial modelling, buy side equity research, advanced excel and financial statement analysis.

Rahul Sonthalia, CFA

Trainer

Over 12 years of experience in the area of macro-economic research, equity research, investment banking, with specialization in financial analysis, equity valuation, and Financial Modeling.

Upcoming dates

Currently there are no public classes/sessions scheduled for this course yet. For any in-house or private training, please contact us.

A total course fee of USD 11,250, based on a training day rate of USD 3,750

Additional out-of-pocket expenses to include trainer’s travelling and accommodation expenses